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Financially Intentional
Financially Intentional
Conversations with a CFP, Vol. 44 - Throwback Episode: An Introduction to Responsible Investing
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We are running this throwback episode as a sort of summary or refresher of the past ten episodes we had with our guest CFP, Marie Thomasson of Modern Assets. This gives us a better understanding of the collective way of doing impact investing and changing our mindset from being just investors, to those who can impact change while doing so. We cover:
- The history of Socially Responsible/Sustainable Investing
- How climate change sparked ESG investing
- Fees and returns in ESG portfolios
- Why the fees are higher
- Transition to Impact Investing
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Learn more about Marie by visiting her website
To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp
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